56.9 F
Laguna Hills
Thursday, Nov 7, 2024
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STEVEN CHECK

Founder, President, CIO, Check Capital Management

WHY: Former engineer, built investment firm to $1.4B AUM. Biggest holding is Warren Buffett’s Berkshire Hathaway, where he’s attended 24 annual meetings. Says has most unusual investment firm in Southern California because doesn’t charge standard 1% fee, instead relying on 10% of investment profits.

RECENT: Says even though Berkshire has performed same as S&P 500 in recent years, it’s done so in safer manner.

QUOTABLE: On why he attends annual Berkshire meeting rather than watch online: “If you had a chance to see Benjamin Franklin in person or watch him on YouTube, you’d go see him. It won’t last much longer.”

FUN FACTS: Wife, Donna; son, Thomas; daughter, Brianna.

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